Wealth Manager
Wealth Manager
Posted on :
04-02-2025
Employer Active
1 Vacancy
The job posting is outdated and position may be filled
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Our client a nonbank financial institution is looking to hire a Wealth Manager.
Job Summary:
- As a Wealth Manager the ideal candidate will play a pivotal role in driving our wealth management business by acquiring new clients and fostering longterm relationships.
- This role is ideal for individuals who possess a dynamic personality strong communication skills and a passion for sales. They would possess strong negotiation skills to navigate and close deals ensuring mutually beneficial outcomes for both clients and the company.
- The ideal candidates will always present themselves in a manner that reflects the high standards of our financial services firm. This includes maintaining a wellgroomed and polished appearance dressing in business attire that aligns with our corporate image and exuding a professional demeanor in all client interactions.
- A neat and presentable appearance is crucial in building trust and confidence with our clients.
- While we value charisma and a salesoriented mindset we are seeking professionals at a midlevel stage and senior level with years of experience and a drive for sales in a fastpaced industry.
Duties and Responsibilities:
- Independently identify and acquire new clients for wealth management services through prospecting networking and relationshipbuilding.
- Conduct financial needs analysis and present tailored wealth management solutions to clients aligning with their financial goals and objectives.
- Foster strong longterm relationships with clients by providing exceptional service addressing inquiries and staying informed about changes in their financial circumstances.
- Stay abreast of industry trends market conditions and competitor offerings to effectively position the company s wealth management services.
- Ensure adherence to regulatory requirements and company policies in all client interactions and transactions.
- Provide regular reports on leads client acquisition and revenue generation highlighting achievements and areas for improvement.
- Any other tasks as assigned by the line manager.
Key Performance Indicators:
- Quantity of new clients brought on board within a specified period.
- Cost incurred to acquire each new client including marketing networking and other relevant expenses.
- Total value of assets managed by the wealth manager. Percentage of prospective clients converted into actual clients.
- Average value of transactions or assets managed per client. Percentage of clients retained over a specific period.
- Success rate of upselling or crossselling additional services to existing clients. Participation in relevant industry events and networking activities.
- Client Satisfaction and feedback Net Promoter Score (NPS); the likelihood of clients recommending the services to others.
- Timely Reporting; ensure that reports on client acquisition revenue and other relevant metrics are submitted on time.
Requirements
Qualification:
- Bachelors degree in any field.
- 315 years experience within financial services specifically wealth management.
- Charismatic personality with excellent communication and presentation skills.
- Professional outlook
- Ability to work independently and meet ambitious targets.
- Adept at building and maintaining client relationships.
- High ethical standards and integrity in all financial dealings placing the clients best interests at the forefront.
Skills/ Competencies:
- Exceptional interpersonal and relationshipbuilding skills.
- Ability to establish trust and credibility with clients.
- Effective communication to understand and address clients financial goals.
Job Knowledge:
- Proven track record with over 300 million fixed deposit portfolio size.
- Excellent interpersonal skills with the ability to build and maintain strong client relationships.
- Effective networking abilities to expand the client base.
- Exceptional verbal and written communication skills to articulate complex financial concepts to clients in a clear and understandable manner.
- Active listening skills to understand clients financial goals and tailor solutions accordingly.
- Strong negotiation skills to navigate and close deals ensuring mutually beneficial outcomes for both clients and the company.
Qualification: Bachelor's degree in any field. 3-15 years experience within financial services, specifically wealth management. Charismatic personality with excellent communication and presentation skills. Professional outlook Ability to work independently and meet ambitious targets. Adept at building and maintaining client relationships. High ethical standards and integrity in all financial dealings, placing the clients' best interests at the forefront. Skills/ Competencies: Exceptional interpersonal and relationship-building skills. Ability to establish trust and credibility with clients. Effective communication to understand and address clients' financial goals. Job Knowledge: Proven track record with over 300 million fixed deposit portfolio size. Excellent interpersonal skills with the ability to build and maintain strong client relationships. Effective networking abilities to expand the client base. Exceptional verbal and written communication skills to articulate complex financial concepts to clients in a clear and understandable manner. Active listening skills to understand clients' financial goals and tailor solutions accordingly. Strong negotiation skills to navigate and close deals, ensuring mutually beneficial outcomes for both clients and the company.
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
